Retirement Plan Consultant

Empower • KS Remote, KS

5d • $72,200 - $101,975 • Remote

About The Position

The Retirement Plan Consultant is a client-facing, production-driven role responsible for driving new retirement plan adoption and onboarding employers into PEO, PEP, and MEP solutions. This role partners directly with business owners and senior decision-makers to assess retirement plan needs, recommend appropriate solutions, and guide clients through implementation. Incumbent will own the full sales lifecycle from initial referral through onboarding while meeting defined production goals and delivering a high-quality client experience. The role also provides ongoing consultation to existing clients, including plan amendments and optimization strategies.

Requirements

• FINRA Series 6 and 63 required within corporate established timelines
• FINRA fingerprinting required
• 5+ years of experience in the retirement plan industry (sales, consulting, or account management)
• Experience managing a sales pipeline and meeting production goals
• Strong understanding of retirement plan design, pricing, and investments
• Proven ability to deliver high-quality client presentations

Nice To Haves

• Experience in PEO, PEP, or MEP markets preferred

Responsibilities

• Drive new retirement plan adoption through a structured, consultative sales process
• Meet or exceed defined production metrics, including sales volume, conversion rates, and pipeline activity
• Manage and maintain an active sales pipeline, ensuring timely progression of opportunities
• Evaluate prospective clients by assessing company structure, ownership, and retirement plan objectives
• Recommend and position retirement plan solutions aligned with client needs
• Serve as a subject matter expert on 401(k) plan design, compliance, pricing, investments, and administration
• Explain plan features including eligibility, vesting, safe harbor provisions, and employer contributions
• Prepare and present plan design illustrations and pricing comparisons
• Analyze and communicate fee disclosures clearly and transparently
• Review prior plan documents and explain implications to clients
• Deliver professional virtual presentations to business owners and C-suite stakeholders
• Communicate complex retirement concepts in a clear, client-friendly manner
• Manage the end-to-end sales and onboarding process, including documentation, timelines, and client expectations
• Coordinate document collection, paperwork completion, and signature tracking
• Ensure all required information is gathered to support successful implementation
• Provide ongoing consultation to clients regarding plan amendments and optimization opportunities
• Analyze current plan provisions and recommend appropriate changes
• Manage amendment processes, including documentation and coordination with internal teams
• Deliver a high level of client service with strong responsiveness and follow-through
• Maintain service level expectations, including timely responses and proactive follow-up
• Ensure a seamless and positive client experience throughout onboarding and beyond
• Maintain accurate records of client interactions, pipeline updates, and progress tracking
• Manage multiple clients, priorities, and deadlines in a fast-paced environment
• Collaborate with internal teams including Sales, Implementation, Client Service, Compliance, and Testing to ensure successful execution

Benefits

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed